AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
-2.54%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$284M
AUM Growth
+$3.55M
(+1.3%)
Cap. Flow
+$8.66M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
30.23%
Holding
1,059
New
51
Increased
207
Reduced
75
Closed
17
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$8M |
| 2 |
Prologis
PLD
|
+$1.83M |
| 3 |
Innovator US Equity Ultra Buffer ETF August
UAUG
|
+$1.22M |
| 4 |
First Trust India Nifty 50 Equal Weight ETF
NFTY
|
+$1.04M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$857K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$7.97M |
| 2 |
GE Aerospace
GE
|
+$3.09M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.29M |
| 4 |
DuPont de Nemours
DD
|
+$600K |
| 5 |
Citigroup
C
|
+$530K |
Sector Composition
| 1 | Technology | 8.49% |
| 2 | Healthcare | 7.45% |
| 3 | Industrials | 4.61% |
| 4 | Financials | 4.45% |
| 5 | Energy | 3.44% |
